Our mission is to build a technology platform that will ignite innovation in the financial industry, and make investing more data-driven, transparent, and impactful for all of us.
We’ve built an extraordinary team of engineers, product-innovators, and industry experts fully devoted to creating the operating system for our financial world.
And we’ve brought together hundreds of clients, representing over a half-trillion dollars in assets, who believe in our vision of a platform on which all financial information is private and secure, while also being easily, and quickly accessible by the right people.
This all seems like common sense. Innovation. Transparency. Access to your data. Allowing for greater financial health for all. But it’s far from how things work today.
We’re changing that.
Latest funding size
Time since last funding
|about 3 years|
|Thrive Capital, SGVC, ff Venture Capital, Pankaj Shah, Blumberg Capital, Peter Thiel, ASBC LLC, Alex Bresler, Andy Rankin, David Sacks, Kishore Ganji, Valor Equity Partners, Signatures Capital, Streamlined Ventures, JCB Investments, Greenoaks Capital, Panorama Point Partners, AITV (Accelerate IT Ventures), White Sand Capital, American Pacific Ventures, Felix Investments|